Goldstein Advisors, LLC ETFs

Goldstein Advisors, LLC

$684 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHX Schwab Strategic Tr Us Large C	$0	$574 Million 0.08% of portfolio	25,993	Q1 2025 Added 25.45%
MUSI American Centy ETF Tr Multisec	$0	$564 Million 0.08% of portfolio	12,895	Q1 2025 Reduced 0.62%
FLQH Franklin Templeton Libertyq In	$0	$550 Million 0.08% of portfolio	16,889	Q1 2025 Reduced 5.01%
AVDV American Centy ETF Tr Avantis	$0	$512 Million 0.07% of portfolio	7,342	Q1 2025 Added 5.66%
SPMD Spdr Portfolio	$0	$508 Million 0.07% of portfolio	9,930	Q1 2025 Reduced 45.95%
IVW Ishares S&P 500 Growth ETF	$0	$480 Million 0.07% of portfolio	5,171	Q1 2025 Reduced 0.25%
VTV Vanguard Value ETF	$0	$451 Million 0.07% of portfolio	2,612	Q4 2024 Reduced 14.84%
UITB Usaa ETF Tr Core Intermediate	$0	$448 Million 0.07% of portfolio	9,553	Q1 2025 Added 2.51%
SCHV Schwab Strategic Tr Us Large C	$0	$428 Million 0.06% of portfolio	16,115	Q4 2024 Added 177.84%
VXUS Vanguard Star Fd Vanguard Tota	$0	$425 Million 0.06% of portfolio	6,843	Q1 2025 Added 30.02%
IJJ Ishares S&P Midcap 400 Value E	$0	$409 Million 0.06% of portfolio	3,420	Q2 2023 Added 0.74%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$409 Million 0.06% of portfolio	5,251	Q1 2025 Added 3.41%
EMQQ Emqq Emerging Markets Internet	$0	$393 Million 0.06% of portfolio	10,304	Q1 2025 Reduced 16.76%
SCHF Schwab Strategic Tr Intl Eqty	$0	$374 Million 0.05% of portfolio	18,899	Q1 2025 Reduced 2.68%
DFUV Dimensional ETF Tr Us Marketwi	$0	$363 Million 0.05% of portfolio	8,819	Q4 2022 New
ICVT Ishares Tr Convertible Bond Et	$0	$358 Million 0.05% of portfolio	4,277	Q1 2025 Reduced 0.35%
VONV Vanguard Russell 1000 Value Et	$0	$344 Million 0.05% of portfolio	4,170	Q1 2025 Added 28.19%
SCHM Schwab Strategic U.S. Mid Cap	$0	$334 Million 0.05% of portfolio	12,764	Q1 2025 Added 10.2%
POCT Innovator U.S. Equity Power Bu	$0	$326 Million 0.05% of portfolio	8,398	Q1 2025 Added 5.77%
RDVY First Trust Rising Dividend Ac	$0	$321 Million 0.05% of portfolio	5,491	Q1 2025 Reduced 2.57%
VLUE Ishares Msci Usa Value Factor	$0	$318 Million 0.05% of portfolio	2,986	Q1 2025 Reduced 32.37%
DSI Ishares Msci Kld 400 Social Et	$0	$313 Million 0.05% of portfolio	3,055	Q1 2025 Added 1.09%
EMXC Ishares Inc Msci Emerging Mkts	$0	$299 Million 0.04% of portfolio	5,423	Q1 2025 Reduced 8.58%
IWY Ishares Tr Russell 200 Growth	$0	$299 Million 0.04% of portfolio	1,416	Q2 2024 New
DFIV Dimensional ETF Tr	$0	$280 Million 0.04% of portfolio	7,116	Q4 2022 New
DFAT Dimensional ETF Tr U S Target	$0	$273 Million 0.04% of portfolio	5,310	Q4 2022 New
PWV Invesco Exchange Traded Fd Tr	$0	$265 Million 0.04% of portfolio	4,460	Q1 2025 Added 1.04%
XLU Utilities Sector Spdr	$0	$257 Million 0.04% of portfolio	3,261	Q1 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$256 Million 0.04% of portfolio	2,015	Q1 2025 Reduced 6.1%
VGT Vanguard Information Technolog	$0	$253 Million 0.04% of portfolio	466	Q4 2024 Reduced 14.02%
SDY Spdr Series Tr Spdr S&P Divide	$0	$246 Million 0.04% of portfolio	1,815	Q1 2025 Added 2.83%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$244 Million 0.04% of portfolio	3,264	Q4 2024 Reduced 3.86%
SPYV Spdr Portfolio S&P 500 Value E	$0	$233 Million 0.03% of portfolio	4,568	Q4 2024 Reduced 2.58%
EFG Msci Eafe Growth ETF	$0	$233 Million 0.03% of portfolio	2,328	Q1 2025 Reduced 0.17%
SCHB Schwab Strategic Tr Us Broad M	$0	$231 Million 0.03% of portfolio	10,716	Q1 2025 New
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$216 Million 0.03% of portfolio	3,567	Q1 2025 Added 0.31%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$210 Million 0.03% of portfolio	2,641	Q1 2024 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$208 Million 0.03% of portfolio	2,706	Q1 2025 Reduced 0.18%
DFAS Dimensional ETF Tr U S Small C	$0	$207 Million 0.03% of portfolio	3,462	Q1 2025 Reduced 10.91%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$206 Million 0.03% of portfolio	3,999	Q4 2024 Added 2.59%

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